News, Comment & Analysis results for M and A
Lincoln International Acquires Fellow Advisory House
The acquired firm, with offices in the US and Europe, serves wealth managers among its roster of
Cetera Adds Firm; Switch Follows LPL-Commonwealth Deal, Advisor Says
As M&A affects part of the US wealth management ecosystem, it is – at least according to one
RIA Leans Into M&A, Exit Planning And Real Estate With Partnership
With many advisors looking at exiting the industry, making M&A deals and seeking advice on how to
Deals Of The Day: The Latest In Wealth Management M&A – OnePoint BFG Wealth Partners, Spahn Financial
The latest mergers, acquisitions and other corporate actions in the wealth management sector.
Georgia-Based Wealth Manager Changes Affiliations
The firm oversees more than $1.3 billion in client money.
Deals Of The Day: The Latest In Wealth Management M&A – Rise Growth Partners, Krilogy
The latest mergers, acquisitions and other corporate actions in the wealth management sector.
Private Equity House Agrees To Buy Stake In Canada's Wellington-Altus
The Canadian firm, founded in 2017, has said it is seeking to change the face of the country's
Activist Wants Eastern Bankshares To Go On Sale, Stop Acquisitions – Report
The report noted that Eastern Bankshares has cited its purchases as strengths, helping it in areas
F2 Strategy Continues Acquisitions With Consulting Deal
Backed by a majority owner, F2 Strategy has acquired a number of businesses in recent years. It
NorthRock Expands California Presence
Minneapolis-based financial advice firm NorthRock Partners is joined by WGG Wealth Partners to